Have Clients Sign Documents and Upload Photos
Attach a real document to a form, a PDF waiver, a contract or a photo of your paper version, for clients to open and sign, and let them upload photos and files with their answers.
Forms are how you collect waivers, consent forms, intake questions and consultations. Besides the usual questions, a form can carry the document itself for the client to read and sign, and can ask clients to upload photos or files: a picture of their hair today, an inspiration photo, a doctor's note.
Build forms on the web under Business Settings → Forms, with Manage Forms, which owners and managers have from the start. Client forms are on the Client Forms tab.
Add a document to signCopy a link to this section
Use this when you already have the paperwork: a PDF waiver, a contract, your cancellation policy, or a photo of the paper version you used to print.
- Open a form, or choose Create Form.
- Under Add a question, choose Document to sign.
- Write the question, for example Read and sign our color service waiver.
- Choose Attach Document and pick the file: a PDF, a Word document or a picture. A question can carry up to 5 documents.
- Leave Required on so the form cannot be sent until the client has signed. Turn it off to share a document they may sign if they want to.
- Choose Save.
Clients see each document with Open to read and its size. It opens in full, in a new tab on the web and in a browser over the app on a phone or the kiosk, and they sign on the pad right below it.
The documents you attach count toward your storage, like every other file. Choose a document in the editor to download it, or × to take it off the question.
What you get backCopy a link to this section
A signed document shows in the submission the way it was signed: the document's name above the client's signature. If you later replace the document on the form, the submissions signed before keep pointing to the one the client actually read, so you can always open what was signed. Print and the PDF of a submission name the document above the signature too.
Let clients upload photos and filesCopy a link to this section
Choose File upload under Add a question. In its settings:
- Accepted files: Photos and documents, Photos only, or Documents only (PDF, Word, Excel, text).
- Maximum files: how many a client can add to that one question, up to 10.
Clients choose files or, on a phone or the kiosk, take a photo on the spot. Photos from iPhones (HEIC) are converted so everyone can open them. Uploads count toward your storage, and you open them from the submission or under Business Settings → Storage.
Where clients fill them inCopy a link to this section
Under Show on, a client form can be asked:
- while booking online, at the kiosk, or when joining the walk-in line;
- from a link you send, with Shared link (copy it with Copy Forms Link, or from a form's menu).
Documents to sign and uploads work the same everywhere a form is asked: on the booking page, the kiosk, your branded app and a shared link.
Booking by text or by phone with Percy cannot show a document or take an upload, so when a required form has one, the client gets a link to finish it on the booking page.
Good to knowCopy a link to this section
- A form can mix everything: a Text block with your terms, a Document to sign, questions, and a File upload.
- Turn on Sensitive for a question whose answer is private, such as an ID photo. It is then never shown back filled in on a page reached by a link.
- To have your team sign a policy or upload paperwork, build a staff form instead: see Set Up Forms Your Team Fills In.